TNA
MORN icon

True North Advisors’s Morningstar MORN Stock Holding History

True North Advisors’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-2,750
Closed -$387K – 198
2020
Q2 		$387K Hold
2,750
– – 0.09% 137
2020
Q1 		$319K Buy
+2,750
New +$398K 0.11% 94

Other funds holding MORN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

True North Advisors's MORN Position: Q3 2020 in Review

True North Advisors sold out of Morningstar (MORN) in Q3 2020, closing a stake of 2,750 shares — an estimated $387K sold.

True North Advisors first reported a position in MORN in Q1 2020 and held it in 2 quarters. The position peaked at $387K in Q2 2020. 269 funds tracked by Wall St. Rank hold MORN as of Q3 2020.

  • True North Advisors reported no remaining Morningstar position as of Q3 2020 after selling out during the quarter.
  • True North Advisors sold 2,750 Morningstar shares in Q3 2020, an estimated $387K.
  • True North Advisors first reported a position in Morningstar in Q1 2020 and held it in 2 quarters.
  • True North Advisors's Morningstar position peaked at $387K in Q2 2020.
  • 269 funds tracked by Wall St. Rank held Morningstar as of Q3 2020.

Based on True North Advisors's 13F filing for Q3 2020, filed 20 May 2022.